List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-05-14 | HOLD | Jon Case |
Management team is former Barrick Gold. Concerns about whether they can raise capital through equity or debt. Feels that the price could go to $24 in the next 12 months. If you can be patient you may see a phenomenal return in 12-18 months. May see a 15% return. Tweet finance |
Price: $10.770 Subject: PRECIOUS METALS Bias: UNKNOWN Owned: Unknown |
| 2013-03-06 | WATCH | Brent Cook |
To him this is a test mine to see how these things really work. Large, low grade disseminated deposit, but not well disseminated as the deposit is spiky which can cause troubles to a mining operation. Have done a lot of work to try and deal with this and he is watching to see what happens. There are big expectations and usually when you start something this big, there are hiccups. Tweet finance |
Price: $19.600 Subject: MINING & COMMODITIES - SMALL CAP Bias: SELECTIVE Owned: Unknown |
| 2013-02-22 | HOLD | Jaime Carrasco |
How do you determine the value of your gold stocks? His general strategy has been to concentrate on the producers, not the explorers. It’s the guys with cash flow that are going to control the market. He has been concentrating on those that have the lowest cost of production. Next he likes to know where the properties are geographically located. Likes the north-south investments because he understands the politics and the laws. This particular company is a massive disconnect as they started producing this week and the stock fell. Tweet finance |
Price: $19.160 Subject: RESOURCE Bias: BULLISH on GOLD Owned: Yes |
| 2013-01-03 | COMMENT | Michael Smedley |
Thinks gold will be staying around this level and doesn’t expect much upside. This company has to get into production now and is reaching that vital difficult stage, which generally isn’t successful in the 1st year of mining companies. Tweet finance |
Price: $24.410 Subject: CANADIAN Bias: CAUTIOUS Owned: Yes |
| 2012-12-28 | BUY | Michael Giordano |
One of the largest undeveloped Canadian gold mines. Could see it producing in excess of 500,000 to 700,000 ounces per year. Good management. $30 stock price is not out of the question. Tweet finance |
Price: $24.190 Subject: RESOURCE Bias: BULLISH on RESOURCES Owned: Unknown |
| 2012-11-13 | DON'T BUY | James Hodgins |
Great project. As a mine is being constructed the stock will flat-line, which this one has and we had a good season in precious metals this year. He is now paring back on precious metals. Tweet finance |
Price: $27.620 Subject: SMALL & MID-CAP Bias: SELECTIVE Owned: Unknown |
| 2012-10-09 | HOLD | Michael Giordano |
One of the largest undeveloped gold mines in the country. 16 million ounce reserve and a 36 million ounce resource. They are in about the 9th inning of getting the mine up and running. Can see this being primed for an ultimate takeover once they go into production. Forecasting 700,000 ounces of gold production per year. Tweet finance |
Price: $27.760 Subject: RESOURCE Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2012-09-07 | COMMENT | Jaime Carrasco |
Have a couple of interesting projects. They are definitely growing. Has it as an “out perform” with a $33 target. Tweet finance |
Price: $27.170 Subject: ENERGY, AGRICULTURE & PRECIOUS METALS Bias: BULLISH on PRECIOUS METALS Owned: No |
| 2012-08-31 | BUY on WEAKNESS | Alice Tsang |
Likes this one for the long-term but in the short term it is overbought. Long-term she thinks the project is very profitable and economic. Have close to 20 million ounces in gold. Looking to bring this project into production next year. There might be a little bit of a hiccup but she doesn’t expect a large correction. Tweet finance |
Price: $24.800 Subject: RESOURCE Bias: BULLISH on PRECIOUS METALS Owned: No |
| 2012-08-16 | WAIT | Dennis Da Silva |
It is a year behind OSK-T. Detour is on the other side of the border. Similar footprint. Under $500 an oz operating cost. Production goes commercial in second half of 2013. They can learn from OSK-T. Likes the metrics of OSK a little more because they are just over the cusp of getting over their problems. He would rather own Detour later. Tweet finance |
Price: $25.000 Subject: CANADIAN RESOURCE Bias: UNKNOWN Owned: Unknown |
| 2012-08-03 | BUY | Michael Giordano |
Northeast Ontario. In process of constructing mill and infrastructure. Excellent management. Excellent way to play the gold space. Tweet finance |
Price: $23.740 Subject: RESOURCE Bias: BULLISH on NATURAL GAS Owned: Unknown |
| 2012-07-30 | WAIT | Peter Imhof |
Done a good job. Are going to start to go into production. You have to be prepared when someone is going into production; there could be a hiccup. Still likes the story but be cautious when they are about to go into production. He would wait until they do to buy. Tweet finance |
Price: $22.800 Subject: NORTH AMERICAN - SMALL Bias: SELECTIVE Owned: Unknown |
| 2012-07-11 | DON'T BUY | James Hodgins |
Grew their resource incredibly fast through 2008-2010. Now they are building the mine so you tend to have this phase in a gold miner’s cycle where they go from being a resource play to a production play. Everyone is waiting to see what the actual production looks like. Not easy. You have to expect delays, cost overruns, etc. There are other ways to play the sector. Tweet finance |
Price: $20.700 Subject: MARKET NEUTRAL INVESTING: SMALL/MID-CAP Bias: BEARISH Owned: No |
| 2012-06-11 | HOLD | Alice Tsang |
(Market Call Minute.) She would prefer Osisko (OSK-T). (See Top Picks.) Tweet finance |
Price: $23.340 Subject: CANADIAN RESOURCE Bias: BULLISH on COMMODITIES Owned: Unknown |
| 2012-05-24 | HOLD | Charles Oliver, HBSc CFA |
(Market Call Minute.) A lot cheaper than it was. One of his fears is that they will be ramping up into production. Looking at the challenges that Osisko (OSK-T) has gone through in the last few years, ramp ups are often tough. Tweet finance |
Price: $21.750 Subject: CANADIAN RESOURCE & PRECIOUS METALS Bias: BULLISH on GOLD Owned: Yes |